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Samsung America, Inc. Retirement Savings Plan

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
T. Rowe Price Retirement 2030 FundTRRCXCU.S. All Cap11fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXCU.S. All Cap12fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXCU.S. All Cap13fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXCU.S. All Cap14fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXCU.S. All Cap14fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXCU.S. All Cap14fund risk0.76%
American Funds Fundamental Investors Class AANCFXCU.S. Large Cap15fund risk0.63%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
Vanguard Mid-Cap Index Fund Investor SharesVIMSXC+U.S. Mid Cap16fund risk0.24%
Royce Premier Fund Institutional ClassRPFIXD+U.S. Small Cap19fund risk0.98%
Vanguard Small Capitalization Index Fund Investor SharesNAESXB+U.S. Small Cap19fund risk0.24%
VanEck Global Hard Assets Fund Class IGHAIXC+U.S. Mid Cap26fund risk1%
T. Rowe Price Retirement Balanced FundTRRIXBU.S. All Cap6fund risk0.56%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap7fund risk0.61%
T. Rowe Price Retirement 2015 FundTRRGXBU.S. All Cap7fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap8fund risk0.69%
T. Rowe Price Retirement 2025 FundTRRHXCU.S. All Cap10fund risk0.72%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class AAGTHXB--U.S. All Cap - Growth18fund risk0.7%
Royce Smaller-Companies Growth Fund Institutional ClassRVPIXA--U.S. Small Cap - Growth24fund risk1.07%
U.S. Equities - Value     
AllianzGI NFJ Dividend Value Fund Institutional ClassNFJEXB++U.S. Mega Cap - Value13fund risk0.7%
BlackRock U.S. Opportunities Portfolio Institutional SharesBMCIXB++U.S. All Cap - Value14fund risk1.01%
AllianzGI NFJ Small-Cap Value Fund Institutional ClassPSVIXF++U.S. Mid Cap - Value20fund risk0.77%
Specialty     
Oppenheimer Gold & Special Minerals Fund Class YOGMYXA--Gold33fund risk0.97%
Global & Intl. Equity     
Thornburg International Value Fund Class ITGVIXA+Europe14fund risk0.86%
Vanguard Total International Stock Index Fund Investor SharesVGTSXD++International Small Cap14fund risk0.22%
Lazard Emerging Markets Equity Portfolio Open SharesLZOEXAEmerging Markets15fund risk1.37%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Investor SharesVBMFXC-Bond - Multi Sector3fund risk0.2%
Other     
Voya Global Real Estate Fund Class IIGLIX Other0fund risk0.97%
Fidelity Money Market FundSPRXX Other0fund risk0%
Columbia Small/Mid Cap Value Fund Class ZCMOZX Other0fund risk1%
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